Wise Financial LLC
Wise Financial LLC

Wise Financial LLC Information

Contact top employees from Wise Financial LLC

Summary

Wise Financial LLC has been in the industry for 9 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 58. To connect with Wise Financial LLC employee register on SignalHire.

Organization Website

wisefinancial.net

Phone Number

(518) 584-5052

Industries

Headquarters Location

1050 Crown Pointe Pkwy, Atlanta, Georgia, 30338 US

Employees Size

100-200 employees

Specialties

Financial Planning, Wealth Management, Insurance Planning, Estate and Trust Planning, Tax-Reduction Strategies, Investments, Employer Sponsored Plans, Small Business Planning, Financial Advising

Founded

2017

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Wise Financial LLC shows a diverse range of experience levels:
10% have been with the company for less than 1 year30% for 1–2 years20% for 3–4 years30% for 5–7 years10% for 8–10 years
Ex-employees positions
In Company
In New Company
Contact top employees from Wise Financial LLC
Daries Allani
Vice President Marketing
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Adam Roberts
Financial Advisor
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Jeffrey Eckert
Co-Founder/Partner
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Patricia Haynes
Executive Director
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Hanover Dill
Financial Representative
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Nathan Brown
Insurance Broker and Business solutions consultant
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Christopher Marino
Co-Founder & Partner at Wise Financial
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Justin Hoagland
Financial Professional
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Mitesh Joshi
Financial Representative
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Frank Stevens
Financial Representative
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Frank Giufre
Business Development
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Matthew Schloeman
Financial Representative
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Ethan Snyder
Financial Advisor
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Gordon Eger
Financial Representative
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Patrick Farier
Financial Professional
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Connor Curtis
Financial Representative
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Ernesto Santana
Financial Representative
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John Wall
Financial Professional
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Jake Rider
Financial Representative
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Asia Cruz
Financial Strategist
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David Bibo
Insurance Agent
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Terrin Oliver
Financial Representative
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Htat Aung
Financial Representative
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Jacob Dafeldecker
Independent Financial Representative
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Hayden Fontana
Financial Strategist
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Robert Gwinn
Financial Representative
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Jacey Milligan
Financial Representative
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Krishnaa Sachdeva
Financial Representative
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FAQ

Wise Financial LLC operates in the Finance industries. More details can be found on the official website: wisefinancial.net.
The headquarters of Wise Financial LLC are located in Atlanta, United States.
You can contact Wise Financial LLC by phone at (518) 584-5052.
Wise Financial LLC currently employs 100-200 people.

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